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WORTHY FINANCIAL SERVICES
WORTHY ASSET MANAGEMENT LLC
CRD 142462
607 NURSERY ROAD, WESTMINSTER, MD, 21157-6109, United States
Phone
410-751-6923
Fax
410-751-6924
Registration
— (—)
Source
State registered
Total AUM
$28.1M
Discretionary AUM
$28.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $17.2M |
| High net worth individuals | 6 | $10.9M |
All web addresses on file
Official SEC filing: View on IAPD